Expert Qualifications

This expert has over 35 years of experience in the banking, finance, investment, and brokerage business. He earned his BA in philosophy, economics, and accounting from Pomona College and is licensed as both a California Real Estate Broker and California Finance Lender and Broker. He is a member of the National Association of Realtors and the California Association of Realtors. He formerly served as a commercial loan officer at Bank of America, as the chief financial officer of Engineered Equipment Company, and as the senior vice president of Mellon Bank and Regents Bank. This expert is currently the president and CEO of a commercial real estate lending company in California.

Bio Snapshot

  • Location: CA
  • BA, Philosophy, Economics and Accounting, Pomona College
  • Licensed, California Real Estate Broker
  • Licensed, California Finance Lender and Broker
  • Member, National Association of Realtors
  • Member, California Association of Realtors
  • Former, Commercial Loan Officer, Bank of America
  • Former, Chief Financial Officer, Engineered Equipment Company
  • Former, Senior Vice President, Mellon Bank
  • Former, Senior Vice President, Regents Bank
  • Current, President and CEO, a commercial real estate lending company in CA

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Certified Financial Planner Expert

E-689919
State: GA
    Specialties:

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